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AGT Partners Logo
  • Home
  • Our Team
  • Investment Performance
  • Investment Strategy
  • Insights
  • Disclaimer

Insights

The Bigger Picture

Insights includes a collection of our Yearly Investment Reports and market research articles produced by our team. 

1Q25 Shareholder Letter - 28/4/2025
The Edge Singapore - 6/3/2025

Construction space in a ‘sweet spot’, listcos should use ‘chance of a lifetime’

Shareholder Letter (FY2024) - 4/2/2025
3Q24 Shareholder Letter - 24/10/2024
1H24 Shareholder Letter - 24/7/2024
Our Approach to Quantitative Investing - 18/6/2024
1Q24 Shareholder Letter - 8/5/2024
Application for CMS License - 8/5/2024
Introduction to Quantitative Investing - 27/3/2024
Semiconductor - 6/2/2024
Offshore Drilling - 2/1/2024
Shareholder Letter (FY2023)
4 Contributors to Long Term Returns for a Stock Investor - 7/12/2023
Fund Performance Update (1H2023)
Memo (May 2023)
The Edge Singapore - 15/05/2023

Why Sheng Siong is good for long-term investors

The Edge Singapore - 17/04/2023

How can we minimise the losses incurred in 2022? An insight into the current state of the market

Memo (April 2023)
Shareholder Letter (FY2022)
Shareholder Letter (FY2021)
Shareholder Letter (FY2019 & FY2020)

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